Foundation Wealth Planning fees and pricing
Financial planner in Salina, Kansas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 15, 2026, Foundation Wealth Planning charges $250 an hour and a flat or project fee of $15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Consultation Services Hourly Consultation Services are offered based on an hourly fee of $250 per hour with a one hour minimum.”
- Flat or project fee
- $15,000
“Full Financial Plan Initial Full Financial Plan services are offered on a negotiable fixed fee up to a maximum of $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Foundation Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The financial planning fees may be negotiable.”
How Foundation Wealth Planning’s fees compare
- Its hourly rate of $250 matches the Kansas median of $250. 36% of the 59 other Kansas planners that publish an hourly rate charge less.
- Its flat or project fee of $15,000 is above the Kansas median of $3,500. 95% of the 43 other Kansas planners that publish a flat or project fee charge less.
About Foundation Wealth Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 27
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $7,816,084
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 313197
- Phone
- (785) 376-6334
Other planners in Salina that publish fees
- United Capital Management of Kansas, Inc.Salina$500/yr
- Abundance Wealth ManagementManhattan$250/hr, $3,000
- Agh Wealth Advisors, LLCWichita$350/hr
- Allos Investment Advisors, LLCOverland Park$150/mo, $1,800/yr
- Artisan Financial PlanningOverland Park$250/hr, $2,500-$10,000
- Aspen Wealth Management, Inc.Overland Park$125/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.